Latest Institutional Transactions on Brown & Brown, Inc. (BRO)
This table provides information on the latest institutional transactions involving Brown & Brown, Inc. (BRO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
9.51K+ 29.97% |
$847K - $1.01M
|
41.2K
$4.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
703+ 26.68% |
$62.6K - $74.4K
|
3.34K
$347K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-19.4K- 17.82% |
$1.73M - $2.05M
|
89.5K
$9.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.64K+ 7.67% |
$235K - $279K
|
37K
$3.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
SELL
|
- |
-17.4K- 59.25% |
$1.55M - $1.84M
|
11.9K
$1.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6+ 0.09% |
$535 - $635
|
6.98K
$725K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
23.2K+ 8.15% |
$2.06M - $2.45M
|
307K
$31.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.06KNew |
$273K - $324K
|
3.06K
$318K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
974+ 6.91% |
$86.8K - $103K
|
15.1K
$1.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
406+ 5.72% |
$36.2K - $43K
|
7.5K
$779K
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-14.6K- 19.47% |
$1.3M - $1.54M
|
60.3K
$6.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.35K- 7.55% |
$120K - $143K
|
16.5K
$1.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-626- 8.2% |
$55.8K - $66.2K
|
7.01K
$728K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
418+ 2.06% |
$37.2K - $44.2K
|
20.7K
$2.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.68KNew |
$328K - $390K
|
3.68K
$382K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.07K- 2.53% |
$95.1K - $113K
|
41.1K
$4.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.49K+ 4.77% |
$132K - $157K
|
32.6K
$3.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-12.9K- 45.15% |
$1.15M - $1.36M
|
15.6K
$1.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.33% |
$446 - $529
|
1.54K
$159K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
45.8K+ 6.24% |
$4.08M - $4.84M
|
779K
$80.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.2K+ 7.74% |
$5.09M - $6.05M
|
796K
$82.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-8.21K- 1.42% |
$732K - $869K
|
572K
$59.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.71K+ 5.51% |
$509K - $604K
|
109K
$11.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.88K- 11.76% |
$613K - $728K
|
51.7K
$5.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
7+ 5.6% |
$624 - $741
|
132
$13.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.21KNew |
$197K - $234K
|
2.21K
$230K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
215+ 8.84% |
$19.2K - $22.8K
|
2.65K
$275K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.62K+ 20.77% |
$144K - $171K
|
9.41K
$977K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
197+ 20.1% |
$17.6K - $20.8K
|
1.18K
$122K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.06KNew |
$184K - $218K
|
2.06K
$214K
|
|
|
Nov 05, 2024
Q3 2024
|
Speece Thorson Capital Group Inc
|
SELL
|
- |
-323- 0.28% |
$28.8K - $34.2K
|
114K
$11.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.72K- 9.04% |
$243K - $288K
|
27.4K
$2.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 18.75% |
$267 - $317
|
19
$1.97K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
5.29KNew |
$471K - $560K
|
5.29K
$549K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
8.44KNew |
$752K - $893K
|
8.44K
$876K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
956+ 0.38% |
$85.2K - $101K
|
254K
$26.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Times Square Capital Management, LLC
|
SELL
|
- |
-5.17K- 1.23% |
$460K - $547K
|
414K
$43M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-30- 0.54% |
$2.67K - $3.17K
|
5.53K
$575K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.21KNew |
$197K - $234K
|
2.21K
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-605- 8.73% |
$53.9K - $64K
|
6.33K
$657K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-786- 2.69% |
$70K - $83.2K
|
28.5K
$2.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 1.82% |
$89.1 - $106
|
54
$5.61K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 0.62% |
$35.6K - $42.3K
|
64.5K
$6.69M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
21+ 0.51% |
$1.87K - $2.22K
|
4.12K
$428K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-950- 15.39% |
$84.7K - $101K
|
5.22K
$542K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
113+ 0.5% |
$10.1K - $12K
|
22.9K
$2.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-202- 7.29% |
$18K - $21.4K
|
2.57K
$267K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.28K+ 7.74% |
$114K - $135K
|
17.8K
$1.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 2.37% |
$104K - $124K
|
48.1K
$5M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
308K+ 129.31% |
$27.5M - $32.6M
|
547K
$56.8M
|